Purchases and Sales Made in Q1 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
4.4M+ 2015.48% |
$364M - $392M
|
4.62M
$413M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29M+ 12.93% |
$107M - $115M
|
11.3M
$1.01B
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.28M+ 223.83% |
$106M - $114M
|
1.86M
$166M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12M+ 461.09% |
$92.8M - $100M
|
1.37M
$122M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
644K+ 34.13% |
$53.2M - $57.4M
|
2.53M
$226M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
587K+ 266.05% |
$48.5M - $52.3M
|
807K
$72.2M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
495K+ 811.95% |
$40.9M - $44.1M
|
556K
$49.7M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
494K+ 149.99% |
$40.8M - $44M
|
823K
$73.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
415K+ 16.17% |
$34.3M - $37M
|
2.98M
$267M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
386K+ 3.23% |
$31.9M - $34.4M
|
12.4M
$1.1B
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
379K+ 3.66% |
$31.3M - $33.8M
|
10.7M
$959M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
364K+ 5.13% |
$30.1M - $32.5M
|
7.47M
$668M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
349K+ 53.91% |
$28.8M - $31.1M
|
997K
$89.1M
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
326K+ 141.29% |
$26.9M - $29M
|
557K
$49.8M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
318K+ 23.68% |
$26.2M - $28.3M
|
1.66M
$148M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
314K+ 55.56% |
$25.9M - $28M
|
878K
$78.5M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
271K+ 3.54% |
$22.4M - $24.2M
|
7.94M
$710M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
239K+ 10865.48% |
$19.7M - $21.3M
|
241K
$21.5M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
195K+ 4.6% |
$16.1M - $17.4M
|
4.43M
$396M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
175KNew |
$14.5M - $15.6M
|
175K
$15.7M
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
175K+ 207.68% |
$14.5M - $15.6M
|
259K
$23.2M
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
161K+ 17.7% |
$13.3M - $14.4M
|
1.07M
$95.9M
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
161K+ 17.7% |
$13.3M - $14.4M
|
1.07M
$95.9M
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
144K+ 6.18% |
$11.9M - $12.8M
|
2.47M
$221M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
137K+ 5284.62% |
$11.3M - $12.2M
|
140K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
135KNew |
$11.1M - $12M
|
135K
$12.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 200.99% |
$10.3M - $11.1M
|
186K
$16.6M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
124KNew |
$10.2M - $11.1M
|
124K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
117K+ 14.29% |
$9.68M - $10.5M
|
938K
$83.8M
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
111K+ 36.76% |
$9.16M - $9.88M
|
413K
$36.9M
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
109KNew |
$8.97M - $9.68M
|
109K
$9.71M
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
106K+ 124.76% |
$8.79M - $9.49M
|
192K
$17.2M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
106K+ 14.75% |
$8.76M - $9.45M
|
825K
$73.8M
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
104K+ 60.51% |
$8.58M - $9.26M
|
275K
$24.6M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.2KNew |
$7.86M - $8.48M
|
95.2K
$8.51M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
94.6KNew |
$7.81M - $8.43M
|
94.6K
$8.45M
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
87.6K+ 96.34% |
$7.23M - $7.8M
|
178K
$16M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80.3K+ 27.75% |
$6.63M - $7.16M
|
370K
$33M
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
73.9KNew |
$6.1M - $6.59M
|
73.9K
$6.61M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
72.4KNew |
$5.98M - $6.45M
|
72.4K
$6.47M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
72.3K+ 25.88% |
$5.97M - $6.45M
|
352K
$31.5M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71K+ 11.31% |
$5.87M - $6.33M
|
699K
$62.5M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
68.3K+ 263.91% |
$5.64M - $6.08M
|
94.1K
$8.42M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
64.1K+ 4.54% |
$5.29M - $5.71M
|
1.48M
$132M
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
63.3K+ 9.98% |
$5.23M - $5.64M
|
697K
$62.4M
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
63.1K+ 190.4% |
$5.21M - $5.62M
|
96.3K
$8.61M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
61.8K+ 46.27% |
$5.1M - $5.5M
|
195K
$17.5M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.5K+ 172.96% |
$5M - $5.39M
|
95.5K
$8.54M
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
58.9K+ 72.7% |
$4.86M - $5.25M
|
140K
$12.5M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.9K+ 24.84% |
$4.78M - $5.16M
|
291K
$26M
|